YorkBridge Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History

YorkBridge Wealth Partners’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-73	Closed	-$2K	–	855
2018 Q2	$2K	Hold	73	–	–	﹤0.01%	808
2018 Q1	$2K	Hold	73	–	–	﹤0.01%	803
2017 Q4	$2K	Buy	73 +18	+33%	+$595	﹤0.01%	825
2017 Q3	$2K	Hold	55	–	–	﹤0.01%	810
2017 Q2	$2K	Hold	55	–	–	﹤0.01%	804
2017 Q1	$2K	Hold	55	–	–	﹤0.01%	793
2016 Q4	$2K	Buy	+55	New	+$1.72K	﹤0.01%	791

Other funds holding SJI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's SJI Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of South Jersey Industries, Inc. (SJI) in Q3 2018, closing a stake of 73 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in SJI in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 245 funds tracked by Wall St. Rank hold SJI as of Q3 2018.

YorkBridge Wealth Partners reported no remaining South Jersey Industries, Inc. position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 73 South Jersey Industries, Inc. shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in South Jersey Industries, Inc. in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's South Jersey Industries, Inc. position peaked at $2K in Q2 2018.
245 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.